HARDING ACADEMY OF MEMPHIS INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HARDING ACADEMY OF MEMPHIS INC (EIN 58-1314356)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202221369349316502
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T18:29:41-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621114363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDERSON HUTCHERSON & MCCULLOUGH PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1755 KIRBY PARKWAY SUITE 200 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581314356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDING ACADEMY OF MEMPHIS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARD | BusinessNameControlTxt |
| Phone | 9016832440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 CHERRY ROAD | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRENT WILLIAMSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9016832440 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRENT | PersonFirstNm |
| Person Last | WILLIAMSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT VAWTER CPA | PreparerPersonNm |
| PTIN | P00228386 | PTIN |
| Phone | 9016834234 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRENT WILLIAMSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 CHERRY ROAD | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,143,183 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HARDINGLIONS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | PRIVATE CHRISTIAN EDUCATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 190 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,576,243 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,022,353 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,374,355 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,004,192 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$2,036,361 | PYInvestmentIncomeAmt |
| CY Investment Income | $574,521 | CYInvestmentIncomeAmt |
| PY Other Revenue | $195,592 | PYOtherRevenueAmt |
| CY Other Revenue | $130,537 | CYOtherRevenueAmt |
| PY Total Revenue | $8,109,829 | PYTotalRevenueAmt |
| CY Total Revenue | $11,731,603 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,509,931 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,984,972 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,120,923 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,757,714 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $57,578 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,979,173 | PYOtherExpensesAmt |
| CY Other Expenses | $2,846,933 | CYOtherExpensesAmt |
| PY Total Expenses | $10,610,027 | PYTotalExpensesAmt |
| CY Total Expenses | $10,589,619 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,500,198 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,141,984 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,807,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,755,187 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,107,039 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,392,468 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,699,967 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,362,719 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HARDING ACADEMY OF MEMPHIS, INC. IS A PRIVATE SCHOOL PROVIDING EDUCATION FROM PRE KINDERGARTEN THROUGH GRADE TWELVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,505,617 | ExpenseAmt |
| Grant | $1,984,972 | GrantAmt |
| Revenue | $9,120,191 | RevenueAmt |
| Desc | PROVIDING EDUCATIONAL & INSTRUSTIONAL SERVICES TO APPROXIMATELY 650 STUDENTS FROM PRE-KINDERGARTEN TO GRADE 12 | Desc |
| Total Program Service Expenses | $8,505,617 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 190 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG HOWELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9016832440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 CHERRY ROAD | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| YVETTE OSWELL | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TIFFANY PARKHURST | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LISA ZYRIEK | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GLENN HILL SR | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES NOWLIN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD J NICKLESON | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AMY COX | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD ANDERSON | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| COLLIN CARLOCK | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEROME FRANKLIN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEREK MULLINIX | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE AVERY | ||||||
| CHAIRMAN | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRENT PATTERSON | ||||||
| VICE CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GREG RUBIO | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SEAN TUOHY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTTY BOONE | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER SPEARS | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TRENT WILLIAMSON | ||||||
| PRESIDENT | 40.00 | $149,745 | $0 | $7,751 | Yes (X) | |
| JON GREG HOWELL | ||||||
| SECRETARY/CHIEF FINANCIAL | 40.00 | $111,988 | $0 | $7,210 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $261,733 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $14,961 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| READ FOUNDATION | |||||
| 4450 S MENDENHALL RD STE 1 | MEMPHIS | TN | 38141 | BUILDING RENT | $177,959 |
| ABM JANITORIAL | |||||
| P O BOX 74008829 | CHICAGO | IL | 60674 | JANITORIAL | $115,151 |
| KNOWLEDGE TREE | |||||
| 5000 SUMMER AVE SUITE 101 | MEMPHIS | TN | 38122 | SCHOOL SUPPLIES AND EQUIPMENT | $108,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $49,500 | FundraisingAmt |
| Government Grants | $1,229,234 | GovernmentGrantsAmt |
| All Other Contributions | $743,619 | AllOtherContributionsAmt |
| Total Contributions | $2,022,353 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $8,846,612 | $8,846,612 |
| SHIELD INCOME | 611600 | $53,549 | $53,549 |
| FACTS ACTIVITY INCOME | 611600 | $41,389 | $41,389 |
| ATHLETICS INCOME | 611600 | $34,109 | $34,109 |
| OTHER PROGRAM RELATED INCOME | 611600 | $28,533 | $28,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,004,192 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,783 | TotalRevenueColumnAmt |
| Exclusion | $227,783 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $126,865 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,866 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $115,999 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,999 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,999 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,711,851 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,365,113 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $346,738 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $346,738 | TotalRevenueColumnAmt |
| Exclusion | $346,738 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $50,139 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $49,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $35,601 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,538 | TotalRevenueColumnAmt |
| Exclusion | $14,538 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,731,603 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,120,191 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $589,059 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,984,972 | TotalAmt |
| Program Services | $1,984,972 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,732 | TotalAmt |
| Program Services | $147,115 | ProgramServicesAmt |
| Management And General | $112,000 | ManagementAndGeneralAmt |
| Fundraising | $2,617 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,950,730 | TotalAmt |
| Program Services | $4,856,848 | ProgramServicesAmt |
| Management And General | $44,374 | ManagementAndGeneralAmt |
| Fundraising | $49,508 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,676 | TotalAmt |
| Program Services | $164,809 | ProgramServicesAmt |
| Management And General | $5,150 | ManagementAndGeneralAmt |
| Fundraising | $1,717 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,576 | TotalAmt |
| Program Services | $358,633 | ProgramServicesAmt |
| Management And General | $11,207 | ManagementAndGeneralAmt |
| Fundraising | $3,736 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,111 | TotalAmt |
| Management And General | $4,111 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,500 | TotalAmt |
| Management And General | $16,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,608 | TotalAmt |
| Management And General | $38,608 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,915 | TotalAmt |
| Program Services | $41,915 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,697 | TotalAmt |
| Program Services | $66,697 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,265 | TotalAmt |
| Program Services | $57,265 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,612 | TotalAmt |
| Program Services | $143,612 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,490 | TotalAmt |
| Management And General | $112,490 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,296 | TotalAmt |
| Management And General | $628,296 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,560 | TotalAmt |
| Program Services | $95,357 | ProgramServicesAmt |
| Management And General | $82,203 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| REPAIRS AND MAINTENANCE | $268,808 | $268,808 | |
| RENT EXPENSE | $268,552 | $268,552 | |
| STUDENT ACTIVITIES | $260,147 | $260,147 | |
| UTILITIES | $243,214 | $243,214 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,158 | TotalAmt |
| Program Services | $328,247 | ProgramServicesAmt |
| Management And General | $190,911 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,589,619 | TotalAmt |
| Program Services | $8,505,617 | ProgramServicesAmt |
| Management And General | $2,026,424 | ManagementAndGeneralAmt |
| Fundraising | $57,578 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,815,639 | BOYAmt |
| EOY | $1,294,979 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,442,315 | BOYAmt |
| EOY | $4,965,762 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,542 | BOYAmt |
| EOY | $16,032 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,056 | BOYAmt |
| EOY | $73,567 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,634 | BOYAmt |
| EOY | $27,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,227,519 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,737,460 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,409,577 | BOYAmt |
| EOY | $7,490,059 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,959,150 | BOYAmt |
| EOY | $4,854,822 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,093 | BOYAmt |
| EOY | $32,482 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,807,006 | BOYAmt |
| EOY | $18,755,187 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,396 | BOYAmt |
| EOY | $585,056 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,224,569 | BOYAmt |
| EOY | $5,818,087 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,331,343 | BOYAmt |
| EOY | $162,392 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,731 | BOYAmt |
| EOY | $2,826,933 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,107,039 | BOYAmt |
| EOY | $9,392,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,278,656 | BOYAmt |
| EOY | $6,836,519 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,421,311 | BOYAmt |
| EOY | $2,526,200 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,699,967 | BOYAmt |
| EOY | $9,362,719 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,807,006 | BOYAmt |
| EOY | $18,755,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,141,984 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $520,768 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,959,151 | BeginningYearBalanceAmt |
| Contributions | $104,889 | ContributionsAmt |
| Other Expenditures | $1,537,840 | OtherExpendituresAmt |
| End Year Balance | $2,526,200 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,574,680 | BeginningYearBalanceAmt |
| Contributions | $1,475,635 | ContributionsAmt |
| Investment Earnings Or Losses | $139,733 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $45,044 | GrantsOrScholarshipsAmt |
| Other Expenditures | $160,500 | OtherExpendituresAmt |
| Administrative Expenses | $25,353 | AdministrativeExpensesAmt |
| End Year Balance | $3,959,151 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,809,881 | BeginningYearBalanceAmt |
| Contributions | $14,707 | ContributionsAmt |
| Investment Earnings Or Losses | $170,546 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,707 | GrantsOrScholarshipsAmt |
| Other Expenditures | $380,000 | OtherExpendituresAmt |
| Administrative Expenses | $25,747 | AdministrativeExpensesAmt |
| End Year Balance | $2,574,680 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,693,902 | BeginningYearBalanceAmt |
| Contributions | $25,525 | ContributionsAmt |
| Investment Earnings Or Losses | $266,097 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,525 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $28,727 | AdministrativeExpensesAmt |
| End Year Balance | $2,809,881 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,401,436 | BeginningYearBalanceAmt |
| Contributions | $24,182 | ContributionsAmt |
| Investment Earnings Or Losses | $317,908 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,182 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $25,442 | AdministrativeExpensesAmt |
| End Year Balance | $2,693,902 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $380,845 | OtherCostOrOtherBasisAmt |
| Book Value | $380,845 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,174,698 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,504,594 | DepreciationAmt |
| Book Value | $6,670,104 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,563,586 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,232,866 | DepreciationAmt |
| Book Value | $330,720 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $108,390 | OtherCostOrOtherBasisAmt |
| Book Value | $108,390 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,490,059 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT SECURITIES | Desc |
| Book Value | $4,854,822 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,854,822 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,642,761 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $520,768 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $46,467 | OtherRevenueAmt |
| Revenue Not Reported | $567,235 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,075,526 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $38,608 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $617,469 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $656,077 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,731,603 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,980,009 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $46,467 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $46,467 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,933,542 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $38,608 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $617,469 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $656,077 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,589,619 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | FUNDS ARE USED PRIMARILY TO SUPPORT NEED BASED FINANCIAL AID |
| PART X, LINE 2: | THE ACADEMY FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FASB ASC TOPIC 740, INCOME TAXES. BASED ON ITS EVALUATION, THE ACADEMY HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE ACADEMY'S EVALUATION WAS PERFORMED FOR THE TAX YEARS ENDED JUNE 30, 2019, THROUGH JUNE 30, 2021, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS AS OF THE YEAR ENDED JUNE 30, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES RELATED TO BUILDING RENTAL INCOME 10,866. EXPENSES RELATED TO FUNDRAISING INCOME 35,601. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NON-CASH TUITION CREDITS 617,469. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES RELATED TO BUILDING RENTAL INCOME 10,866. EXPENSES RELATED TO FUNDRAISING INCOME 35,601. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NON-CASH TUITION CREDITS 617,469. |
| PART V, LINE 1E | OTHER REDUCTIONS OF $1,537,840 ARE TO REMOVE BEGINNING OF THE YEAR UNRESTRICTED INVESTMENTS FROM ENDOWMENT FUNDS. THIS BEGINNING BALANCE OF $1,537,840 ARE AVAILABLE TO SUPPORT ANY ACTIVITY OF THE SCHOOL AND ARE NOT RESTRICTED IN ANY MANNER. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | NEWSPAPER, MAGAZINES, BROCHURES AND INTERNET | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RUN WITH THE LIONS | Event1Nm |
| Gross Receipts Event1 | $46,599 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $22,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $24,599 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,514 | OtherDirectExpensesEvent1Amt |
| Event2 | ESPRIT DE CORPS | Event2Nm |
| Gross Receipts Event2 | $53,040 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $27,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $25,540 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $29,087 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $99,639 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $49,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,139 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,601 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $35,601 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,538 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| FINANCIAL AID | 277 | $0 | $1,281,841 | BOOK | FINANCIAL AID AND MINISTER DISCOUNTS - CREDIT ACCOUNTS |
| EMPLOYEE DISCOUNTS | 82 | $85,662 | $432,547 | BOOK | TUITION CREDITS |
| MULTI-CHILD, RE-ENROLLMENT, & PREPAYMENT DISCOUNTS | 569 | $0 | $184,922 | BOOK | TUITION CREDITS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS ARE ADMINISTERED BY THE SCHOOL. TUITION FINANCIAL AID IS BASED ON FINANCIAL NEED AS DETERMINED BY AN INDEPENDENT THIRD PARTY SERVICE AND AS AWARDED BY SCHOOL GRANT CRITERIA. EMPLOYEE TUITION DISCOUNTS ARE BASED ON POLICIES SET FORTH IN THE EMPLOYEE BENEFITS HANDBOOK. MULTI-CHILD AND PREPAYMENT TUITION DISCOUNTS ARE AWARDED BASED ON AMOUNTS PUBLISHED IN THE SCHOOL'S TUITION AND FEE SCHEDULE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRENT WILLIAMSON | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $149,745 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,751 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $157,496 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELBY COUNTY TN HEALTH EDUCATION AND HOUSING FACILITY BOARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issued | 2017-03-20 | BondIssuedDt |
| Issue Price | $7,370,313 | IssuePriceAmt |
| Purpose | REFINANCE DEBT | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $7,370,313 | TotalProceedsAmt |
| Substantial Completion | 2024 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.01000 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.01000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY A CPA FIRM, REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD, AND REVIEWED BY THE ENTIRE BOARD BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | POTENTIAL CONFLICTS ARE IDENTIIFED BY THE ORGANIZATION'S OPERATIONS AND THROUGH DISCLOSURE FROM OFFICERS AND BOARD MEMBERS. POTENTIAL CONFLICTS ARE EVALUATED AND THE RESULTS ARE REPORTED TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | OFFICERS' COMPENSATION ARE COMPARED TO LOCAL PEER GROUP SURVEYS, SUPPORTED BY PERFORMANCE REVIEWS AND APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS TO SELECT THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE PRIOR YEAR. |
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